Communify
Get in touch

Resources

Filters

Clear All Filters

Product:

Core Topics:

“It Better Be an Outstanding Experience.” – Using AI to Exceed Client Expectations with Ali Bastani
Innovation Spotlight
Knowledge Bases
“It Better Be an Outstanding Experience.” – Using AI to Exceed Client Expectations with Ali Bastani

What does it take to deliver an outstanding digital experience to ultra-high-net-worth clients – while competing against firms with far greater resources? In this episode of Innovation Spotlight we sit down with Ali Bastani, Co-Founder and Managing Director at Seven Post, to explore exactly that.  Seven Post was founded 15 years ago by six Goldman Sachs veterans and today manages approximately $9 billion for 50… Read more »

Communify Experience Deterministic AI Expert Insights Innovation Client Experience Deterministic AI Expert Insights Industry Leader Intelligence Era Knowledge Bases Wealth Management +0
“Become a Media Company.” – Delivering Financial Education in the Intelligence Era with Aaron Harding
Innovation Spotlight
Component Tech
“Become a Media Company.” – Delivering Financial Education in the Intelligence Era with Aaron Harding

For decades, financial education in the US and other countries has followed a single playbook. Programs were designed around what compliance required – not always around what investors needed to make confident decisions about their money. The result has been a widening gap between what the industry offers and what clients are looking for, and a real opening for… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Deterministic AI Expert Insights Industry Leader Intelligence Era Knowledge Bases Wealth Management +0
How to Modernize Your Platform Without Replacing the Systems You Rely On
Article
Knowledge Bases
How to Modernize Your Platform Without Replacing the Systems You Rely On

The pressure to modernize is real, and the industry is responding. As one example, 74% of organizations have placed “important” or “high” priority on making investments in tech operations for this year, according to a WealthManagement.com survey.  But the progress – as Richard Garman, Founding Partner at FTV Capital, put it – is largely cosmetic. Across online brokerages, investment platforms and wealth firms, the dominant upgrade strategy has been an… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Structured Data +0
“The Way Financial Advice Has to Go.” – Using AI for Scale and Accuracy with Rupert Baron
Innovation Spotlight
Knowledge Bases
“The Way Financial Advice Has to Go.” – Using AI for Scale and Accuracy with Rupert Baron

The wealth management industry is at the start of a steep innovation curve – one driven by AI, cost pressure and a growing recognition that legacy tech and the limits of human capacity are standing in the way of better advice.  Rupert Baron is the former CEO of Rathbones, Co-Founder of TechnoWealth and a Communify Board Member. His career span of 40 years… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Structured Data Deterministic AI Expert Insights Industry Leader Intelligence Era Knowledge Bases Wealth Management +0
“The Blend of Curation and Personalization – That’s the Future.” Building Trusted Content with Zoe Coutinho
Innovation Spotlight
Knowledge Bases
“The Blend of Curation and Personalization – That’s the Future.” Building Trusted Content with Zoe Coutinho

The way financial media is delivered is changing fast. AI is raising the stakes for every publisher – and the Financial Times is thinking carefully about how to harness it without compromising what makes it trusted.  In this episode of the Innovation Spotlight, Communify’s Mark Trousdale sat down with Zoe Coutinho, Product Director at the FT, to hear how one of the world’s leading financial newsrooms is using… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Deterministic AI Expert Insights Industry Leader Women in Fintech +0
The Intelligence Era Has Arrived for Independent Firms: Compete at Scale Using AI
Article
Knowledge Bases
The Intelligence Era Has Arrived for Independent Firms: Compete at Scale Using AI

For years, the accepted logic in financial services was straightforward: scale belongs to institutions with the infrastructure and the headcount to match. For independent investment firms, competing at the standard that ultra-high-net-worth clients expect was once a question of capacity as much as capability.  Cloud computing changed the infrastructure equation a decade ago. What AI is doing now… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Deterministic AI Expert Insights Industry Leader Intelligence Era Knowledge Bases Wealth Management +0
How Deutsche Bank Research Brings Existing Research to Life in the Intelligence Era
Article
Knowledge Bases
How Deutsche Bank Research Brings Existing Research to Life in the Intelligence Era

The challenge for most firms is not the research they produce. It is whether that research reaches its audience in a format will actually be consumed.  Deutsche Bank Research publishes across thousands of securities, multiple regions and dozens of languages. The research is differentiated. The harder question – and the one Pam Finelli, Global COO at Deutsche Bank Research, addressed at the Communify Intelligence Experience – is… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Expert Insights Industry Leader Intelligence Era Knowledge Bases Women in Fintech +0
How to Turn Your Website Content into an Engine that Keeps People Coming Back
Article
Knowledge Bases
How to Turn Your Website Content into an Engine that Keeps People Coming Back

For financial platforms, turning content engagement into retention starts with one thing: giving investors a reason to come back.   The FT’s metric ladder – engagement, habit, retention and revenue – is not just a media company framework. It is also the operating logic of any firm where adding value is part of the value proposition. For investment platforms, that means… Read more »

Behavioral Science Communify Experience Deterministic AI Expert Insights Innovation Expert Insights Industry Leader Intelligence Era Knowledge Bases +0
Outcome First: How to Find the Right Wealth Management Tools
Article
Component Tech
Outcome First: How to Find the Right Wealth Management Tools

Choosing the right wealth management tools is one of the most consequential platform decisions a firm can make – and one of the most commonly made in the wrong order. To move ahead, it’s not just about buying better tools – it’s about asking the right questions.  Technology vendor spend is often the single largest line in an IT budget, yet CIOs rarely devote the same rigor, governance and leadership… Read more »

Communify Experience Expert Insights Expert Insights Intelligence Era Knowledge Bases Wealth Management +0
“The Shift Is Tectonic.” – The AI Inflection Point with Lisa Salvi
Innovation Spotlight
Knowledge Bases
“The Shift Is Tectonic.” – The AI Inflection Point with Lisa Salvi

AI adoption in wealth management has reached an inflection point – and many firms still underestimate the speed of change.  Lisa Salvi is Managing Director, Business Consulting & Education at Charles Schwab, which supports more than 16,000 independent RIAs representing over $5 trillion in assets. Her team helps advisory firms design their growth strategies, technology stacks, and operating models for… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Deterministic AI Expert Insights Intelligence Era Knowledge Bases Wealth Management +0
1 / 4
×
Top